HQY holder plans 791-share Rule 144 sale

A shareholder of HQY has filed a Rule 144 notice to sell 791 shares of common stock through Morgan Stanley Smith Barney on the NASDAQ exchange.

Accepted by SEC EDGAR 01/13/2026 - 04:39 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

A shareholder of HQY has filed a Rule 144 notice to sell 791 shares of common stock through Morgan Stanley Smith Barney on the NASDAQ exchange. The filing lists an aggregate market value of 75,332.26 for these shares and states that 85,436,286 shares of the issuer’s common stock are outstanding.

The shares to be sold were acquired as compensation through restricted stock vesting from the issuer on 03/30/2022 (245 shares), 03/29/2023 (330 shares), and 03/27/2024 (216 shares). The approximate date of sale indicated in the notice is 01/09/2026. The signer represents that they do not know of any material adverse, non‑public information about the issuer’s operations.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the HQY Form 144 filing disclose?

The Form 144 discloses that a shareholder of HQY intends to sell 791 shares of common stock under Rule 144 through Morgan Stanley Smith Barney on the NASDAQ exchange.

How many HQY shares are planned to be sold and what is their value?

The filing states that 791 shares of HQY common stock are to be sold, with an aggregate market value of 75,332.26.

When is the HQY Rule 144 sale expected to occur?

The notice lists an approximate date of sale of 01/09/2026 for the planned sale of HQY common stock.

How were the HQY shares in the Form 144 acquired?

The shares were acquired as compensation through restricted stock vesting from the issuer on 03/30/2022 (245 shares), 03/29/2023 (330 shares), and 03/27/2024 (216 shares).

How many HQY shares are outstanding according to the Form 144?

The Form 144 indicates that 85,436,286 shares of HQY common stock are outstanding.

Which broker and exchange are involved in the HQY Form 144 transaction?

The filing lists Morgan Stanley Smith Barney as the broker and NASDAQ as the securities exchange for the planned sale.

What does the Form 144 signer represent about HQY’s non-public information?

By signing the notice, the person for whose account the HQY securities are to be sold represents that they do not know any material adverse information about the issuer’s current or prospective operations that has not been publicly disclosed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001614838
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	HEALTHEQUITY, INC.
SEC File Number	001-36568
Address of Issuer	15 WEST SCENIC POINTE DRIVE SUITE 100 DRAPER UTAH 84020
Phone	801.727.1000
Name of Person for Whose Account the Securities are To Be Sold	Stephen Neeleman
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer
Relationship to Issuer	Director

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common Stock	Morgan Stanley Smith Barney 2000 Westchester Ave Purchase NY 10577-2530	791	75332.26	85436286	01/09/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common Stock	03/30/2022	Restricted Stock Vesting	ISSUER			245	01/09/2026	Compensation
Common Stock	03/29/2023	Restricted Stock Vesting	ISSUER			330	01/09/2026	Compensation
Common Stock	03/27/2024	Restricted Stock Vesting	ISSUER			216	01/09/2026	Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks	This sale is mandated by the Issuer's election under its equity incentive plan to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person.
Date of Notice	01/13/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Stephen Neeleman
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)